What are the responsibilities and job description for the Insurance Sales Specialist position at Dern Agency Inc?
Our team is seeking a motivated and dedicated Insurance Sales Specialist to join our agency. As an Insurance Sales Specialist with American Family Insurance, Dern Agency Inc., youll contact prospective clients and help customers determine which of our plans best fits their needs while building lasting relationships with them.
To succeed in this role, youll need to be outgoing and an excellent communicator, ready to prospect for new business, and help clients in any way you can.
Job Description
The Insurance Sales Specialist is a licensed insurance producer who sells automotive, property, casualty, life, and other types of insurance policies and coverage. This position is a W2 commission-based employee.
Objectives of this role
An Insurance Sales Specialist is responsible for contacting potential clients, assessing their insurance needs, explaining different policy options, and selling appropriate insurance plans by building rapport and understanding their financial situation, ultimately aiming to close sales and achieve goals through effective sales strategies.
Benefits
Commission Only
Hands on Training
Mon-Fri Schedule
Retirement Plan
Weekly Team Meetings
Work / Life Balance
Insurance Licensing Assistance Available
Bonus Opportunities
Highly collaborative work environment
Responsibilities
Duties / Responsibilities
Source potential clients through professional networks, cold calls, and referrals.
Engage with prospective clients through email, phone, or in person to discuss the companys insurance offerings.
Explain various insurance policies and products to potential clients, guiding them toward the best option to meet their needs.
Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies.
Build customized insurance policies and packages.
Close sales and bind insurance policies.
Achieve sales goals.
Become familiar with and retain information about the insurance plans offered.
Stay knowledgeable of insurance trends and practices.
Performs other related duties as assigned.
Requirement
Required Skills / Abilities
Self-motivated, resilient spirit and persistent nature
Strong analytical skills with a goal-oriented mind
Proven experience networking and building long-lasting relationships
Outgoing personality with excellent interpersonal and sales skills
Ability to seek out leads and new clients
Maintain reports and records of insurance policies
Superb organizational and multitasking skills
Basic math and data skills
Computer literacy
Preferred Qualifications
High school diploma or equivalent required
Property and Casualty, Life insurance licenses required before starting
Prolonged periods sitting at a desk and working on a computer
Background check required
Compensation, Benefits, and Schedule
W2 commission-based employee
Compensation is tied directly to sales
401(k)
401(k) matching
We work Monday to Friday, with No weekends and No holidays.
The Insurance Sales Specialist is a team member working for the Dern Agency Inc. and is not an employee of American Family Insurance.
Salary : $40,000 - $75,000
